Latest Institutional Purchases of Nuveen Municipal High Income Opportunity Fund (NMZ)
This list provides information on the latest institutional transactions involving Nuveen Municipal High Income Opportunity Fund (NMZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
127+ 1.23% |
$1.16K - $1.36K
|
10.5K
$113K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
50New |
$459 - $537
|
50
$540
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
25+ 3.03% |
$229 - $269
|
850
$9.18K
|
|
| Q2 2023 | |||||||
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
14.5KNew |
$146K - $160K
|
14.5K
$156K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10KNew |
$101K - $111K
|
10K
$108K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
4.78K+ 27.95% |
$48.1K - $52.9K
|
21.9K
$236K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.3KNew |
$33.2K - $36.5K
|
3.3K
$35.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.74KNew |
$17.5K - $19.2K
|
1.74K
$18.8K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.72KNew |
$17.3K - $19K
|
1.72K
$18.5K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
807KNew |
$8.23M - $8.98M
|
807K
$8.71M
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
34.1K+ 330.73% |
$348K - $380K
|
44.5K
$480K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.5KNew |
$108K - $117K
|
10.5K
$114K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
6.07KNew |
$61.9K - $67.6K
|
6.07K
$65.6K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.42KNew |
$24.7K - $26.9K
|
2.42K
$26.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2KNew |
$20.4K - $22.3K
|
2K
$21.6K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
300New |
$3.06K - $3.34K
|
300
$3.24K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
182+ 1.8% |
$1.86K - $2.03K
|
10.3K
$111K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.14% |
$40.8 - $44.5
|
2.87K
$30.9K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
112KNew |
$1.1M - $1.26M
|
112K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Rpo LLC
Stamford, CT |
BUY
|
- |
40.9KNew |
$400K - $459K
|
40.9K
$441K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$155K - $178K
|
15.8K
$171K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
13.5KNew |
$132K - $152K
|
13.5K
$146K
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.2KNew |
$129K - $148K
|
13.2K
$142K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11.6KNew |
$114K - $130K
|
11.6K
$125K
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
10.7KNew |
$105K - $120K
|
10.7K
$116K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.6KNew |
$103K - $119K
|
10.6K
$114K
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
10KNew |
$97.8K - $112K
|
10K
$108K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
5.24KNew |
$51.2K - $58.8K
|
5.24K
$56.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4.27KNew |
$41.8K - $48K
|
4.27K
$46.1K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.35KNew |
$23K - $26.4K
|
2.35K
$25.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
2.32KNew |
$22.7K - $26K
|
2.32K
$25K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$17.2K - $19.8K
|
1.76K
$19K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
200New |
$1.96K - $2.25K
|
200
$2.16K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$9.78 - $11.2
|
1
$10.8
|
|
| Q3 2022 | |||||||
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
83.6KNew |
$860K - $1.05M
|
83.6K
$903K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.8KNew |
$121K - $148K
|
11.8K
$128K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.9KNew |
$112K - $137K
|
10.9K
$118K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.9KNew |
$81.2K - $98.9K
|
7.9K
$85.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
6.11K+ 6.68% |
$62.8K - $76.4K
|
97.6K
$1.05M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.65KNew |
$37.5K - $45.7K
|
3.65K
$39.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
2.92KNew |
$30K - $36.5K
|
2.92K
$31.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$18.5K - $22.5K
|
1.8K
$19.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.11K+ 7.64% |
$11.4K - $13.9K
|
15.7K
$169K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
116+ 0.81% |
$1.19K - $1.45K
|
14.4K
$155K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1New |
$10.3 - $12.5
|
1
$10.8
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
35KNew |
$385K - $460K
|
35K
$378K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27.1KNew |
$298K - $356K
|
27.1K
$293K
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.7KNew |
$128K - $154K
|
11.7K
$126K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
11.4KNew |
$125K - $150K
|
11.4K
$123K
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10KNew |
$110K - $131K
|
10K
$108K
|
|